See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,521 | $85,766-38.8% | $136,294-61.5% | $70,131-25.1% |
| Participation rate | 36.7% | 74.2%-37.4pp | 81.9%-45.2pp | 69.5%-32.8pp |
| Annual return | 25.79% | 31.45%-5.7pp | 5155.94%-5130.2pp | 73.14%-47.4pp |
| Employer contribution / active EE | $1,681 | $2,966-43.3% | $4,695-64.2% | $2,342-28.2% |
| Participant deferral / active EE | $3,411 | $5,051-32.5% | $6,247-45.4% | $3,332+2.4% |
| Admin fee / account holder | $2,928 | $5,420-46.0% | $9,243-68.3% | $4,645-37.0% |